Integration · Projects & tasks

Connect Claude & ChatGPT to Rocketlane

Ask your AI how a customer onboarding is going, which tasks are open in a project, or to log two hours on a task in Rocketlane. It can create and update projects, phases and tasks, assign people, track time entries and read invoices and their line items. You get project answers without clicking through every view.

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Try asking

“Which tasks are still open in the Acme onboarding project?”
The AI finds the project and lists its tasks with status, dates and assignees.
“Create a phase called Data migration in project 4812, from 1 to 15 March.”
It creates the phase in that project with the start and due dates you gave.
“Add a task to review the SSO setup and assign it to Maria.”
It looks up Maria's user ID, creates the task in the project and assigns her to it.

What your AI can do

Projects, phases and tasks

List, create and update projects, phases and tasks, assign team members and move tasks between phases.

Time tracking

List, log and update time entries on projects, phases and tasks, with categories and billable flags.

Customers and invoices

Look up and create customer companies, read invoices and their line items, and list users and project documents.

“Log 90 minutes on the kickoff task for today, billable.”
It creates a time entry on the task with the date, minutes and billable flag.
“Which invoices for Nordic Foods are still unpaid?”
It lists the company's invoices with status, amounts and due dates, and can show the line items of any of them.
“Move the training task to the Go-live phase.”
It moves the task into the other phase of the same project.

78 tools for Rocketlane

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_task_assigneesChanges dataAssign team members (or placeholders) to a task by `task_id`.
archive_projectVisible to othersArchive a project (project id). Has effects visible outside this system. API summary: Archive project by Id.
attach_project_placeholdersChanges dataAssign a project (project id). API summary: Assign placeholders to an user in a project.
create_budgetChanges dataCreate a new budget. Required: project id, budget name, start date, end date or billing type. Search budgets first to avoid duplicates. API summary: Create budget.
create_companyChanges dataCreate a customer company with `company_name` and `account_owner`, plus optional URL, description and fields.
create_company_notesChanges dataCreate a new company. Required: field id or note text. API summary: Create a note for a company.
create_documentChanges dataCreate a new document. Required: space or space document type. API summary: Create a space document.
create_fieldChanges dataCreate a new field. Required: field label, field type or object type. API summary: Create a Field.
create_field_optionChanges dataCreate a new field. Required: option color or option label. API summary: Add field Option.
create_phaseChanges dataCreate a phase in a `project` with `phase_name`, `start_date` and `due_date`.
create_projectChanges dataCreate a project with `project_name`, `owner` and `customer`, plus optional start/due dates, team members and fields.
create_project_membersChanges dataCreate a new project. API summary: Add members to a project.
create_spaceChanges dataCreate a new space. Required: space name or project. API summary: Create a space.
create_taskChanges dataCreate a task in a `project` with `task_name`, plus optional phase, dates, assignees, status and description.
create_task_dependenciesChanges dataCreate a new task. Required: dependencies. API summary: Add dependencies to a task by Id.
create_task_followersChanges dataCreate a new task. API summary: Add followers to a task by Id.
create_time_offChanges dataCreate a new time off. Required: user, start date, end date or type. API summary: Create a time-off.
delete_budgetDeletesPermanently delete a budget by budget id. Destructive action; may require approval. API summary: Delete budget by Id.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete company by Id.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete space document by Id.
delete_fieldDeletesPermanently delete a field by field id. Destructive action; may require approval. API summary: Delete field by Id.
delete_pageDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: Delete a time entry.
delete_phaseDeletesPermanently delete a phase by phase id. Destructive action; may require approval. API summary: Delete phase by Id.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete project by Id.
delete_project_membersDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Remove members from a project.
delete_spaceDeletesPermanently delete a space by space id. Destructive action; may require approval. API summary: Delete space by Id.
delete_taskDeletesPermanently delete a task by `task_id`. This cannot be undone.
delete_task_assigneesDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Remove assignees from a task by Id.
delete_task_dependenciesDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Remove dependencies from a task by Id.
delete_task_followersDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Remove followers from a task by Id.
delete_time_offDeletesPermanently delete a time off by time off id. Destructive action; may require approval. API summary: Delete a time-off.
detach_project_placeholdersChanges dataUnassign a project (project id). API summary: Un assign placeholders from an user in a project.
get_budgetGet one budget by budget id. API summary: Get budget by Id.
get_companyGet one company by `company_id`.
get_custom_revenue_recognition_configGet one custom revenue recognition config by custom revenue recognition config id. API summary: Get custom revenue recognition config by Id.
get_documentGet one document by document id. API summary: Get space document by Id.
get_fieldGet one field by field id. API summary: Get field by Id.
get_invoiceGet one invoice by `invoice_id`, with amounts, status and dates.
get_phaseGet one phase by `phase_id`, with its dates and status.
get_projectGet one project by `project_id`, with owner, customer, status, dates and fields.
get_project_placeholdersChanges dataGet one project by project id. API summary: Get placeholders.
get_spaceGet one space by space id. API summary: Get space by Id.
get_taskGet one task by `task_id`, with status, dates, assignees and description.
get_time_entryGet one time entry by `page_id` (the time entry ID).
get_time_offGet one time off by time off id. API summary: Get time-off by Id.
get_userGet one user by `user_id`.
list_companiesList customer companies, filterable by name, URL or account owner. Use to find a company ID.
list_custom_revenue_recognition_configsList custom revenue recognition configs. Optional filters: sort by, sort order, match, custom revenue recognition config name eq, custom revenue recognition config name cn or custom revenue recognition config name nc. Results are paginated. API summary: Get all custom revenue recognition configs.
list_documentsList the documents in a project by `project_id`, optionally within one space.
list_fieldsList fields. Optional filters: include fields, include all fields, sort by, sort order, match or created at gt. Results are paginated. API summary: Get all fields.
list_invoice_linesList the line items of an invoice by `invoice_id`.
list_invoice_paymentsList payments for a invoice. Results are paginated. API summary: Get invoice payments by invoice Id.
list_invoicesList invoices, filterable by company, status, amount, issue date and due date.
list_phasesList the phases of a project by `project_id`, filterable by name and dates.
list_projectsList projects, filterable by status, customer or company, and start/due/created dates. Use to find a project's ID.
list_resource_allocationsList resource allocations. Optional filters: start date, end date, include fields, include all fields, sort by or sort order. Results are paginated. API summary: Get all Resource allocations.
list_spacesList spaces. Optional filters: project id, sort by, sort order, match, space name eq or space name cn. Results are paginated. API summary: Get all spaces.
list_tasksList tasks, filterable by project, phase, name, progress and dates.
list_time_entriesList time entries, filterable by user, project, task, date, billable and category.
list_time_entry_categoriesList the time entry categories you can use when logging time.
list_time_offsList time offs. Optional filters: include fields, include all fields, sort by, sort order, match or start date gt. Results are paginated. API summary: Get all time-offs.
list_usersList users in the workspace, filterable by name, email, type and status. Use to find user IDs for owners and assignees.
log_time_entryChanges dataLog time with `date` and `minutes`, optionally on a project, phase or task, with notes, category and billable flag.
move_task_to_phaseChanges dataMove a task by `task_id` into another `phase` of the same project.
search_budgetsSearch budgets by budget id eq, budget id one of, budget id none of, project id eq, project id one of or project id none of. Use this to find existing budgets before creating a new budget. Results are paginated. API summary: Get all budgets.
update_budgetChanges dataUpdate an existing budget identified by budget id. API summary: Update budget by Id.
update_budget_manual_revenue_recognition_configsVisible to othersUpdate an existing manual revenue recognition config identified by budget id. Has effects visible outside this system. API summary: Update manual revenue recognition configs for a budget.
update_budget_milestone_revenue_recognition_configsVisible to othersUpdate an existing milestone revenue recognition config identified by budget id. Has effects visible outside this system. API summary: Update milestone revenue recognition configs for a budget.
update_companyChanges dataUpdate a company's name, URL, owner, description or fields by `company_id`.
update_documentChanges dataUpdate an existing document identified by document id. API summary: Update space document by Id.
update_fieldChanges dataUpdate an existing field identified by field id. API summary: Update field by Id.
update_field_optionChanges dataUpdate an existing field identified by field id. API summary: Update field Option.
update_phaseChanges dataUpdate a phase's name, dates, status or description by `phase_id`.
update_projectChanges dataUpdate a project's name, owner, status, dates, fee or fields by `project_id`. Only the fields you pass change.
update_spaceChanges dataUpdate an existing space identified by space id. API summary: Update space by Id.
update_taskChanges dataUpdate a task's name, status, progress, dates, effort or description by `task_id`. Only the fields you pass change.
update_time_entryChanges dataUpdate a time entry's minutes, notes, category or billable flag by `page_id` (the time entry ID).
upload_project_templateChanges dataImport a project (project id). API summary: Import a template to a project.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Rocketlane from the app list.
2
Paste your key
Paste your Rocketlane API key. In Rocketlane open Settings and go to the API tab (API Settings), then generate an API key and copy it here.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Rocketlane?

The AI can read projects, phases, tasks, time entries, companies, invoices with line items, users and project documents. It can create and update projects, phases, tasks, time entries and companies, assign people to tasks and move tasks between phases. It can also delete a task if you switch that tool on.

Does the AI see my Rocketlane API key?

No. Your Rocketlane API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Deleting a task is permanent and can require your approval before it runs, and so can creating or changing projects and time entries. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Rocketlane account.

Where do I find my Rocketlane API key?

In Rocketlane open Settings and go to the API tab (API Settings). Generate an API key there and paste it into HeyMyApps. The AI then works with the data that key can reach.